- SEBI reg.
- INP000004417
- Services
- Discretionary
- Reported
- 30 Sep 2026
Aequitas Investment Consultancy
₹2,197 Cr
Assets under management
95 clients · 1 strategy · 30 Sep 2026
Aequitas Investment Consultancy managed ₹2,197 crore for 95 clients at 30 Sep 2026, across 1 strategy, most of it for domestic individuals and others. In September clients added ₹0 and withdrew ₹58.22 crore.
Key numbers
- SEBI registration
- INP000004417
- Discretionary AUM
- ₹2,197 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Aequitas India Opportunities Product | Equity | ₹2,197 Cr | +16.67% | −7.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 64 | ₹1,511 Cr |
| Domestic corporates | Discretionary | 24 | ₹451 Cr |
| Non-resident Indians | Discretionary | 7 | ₹236 Cr |
Flows
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹58.22 Cr
- Net, Sep 2026
- −₹58.22 Cr
- Inflow, FY to date
- ₹46.63 Cr
- Outflow, FY to date
- ₹1,572 Cr
- Net, FY to date
- −₹1,525 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Aequitas Investment Consultancy manage?
₹2,197 crore for 95 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Aequitas Investment Consultancy have?
95 clients at 30 Sep 2026, mainly domestic individuals and others, domestic corporates, non-resident indians.
Which PMS strategies does Aequitas Investment Consultancy offer?
It reported 1 to SEBI for 30 Sep 2026: Aequitas India Opportunities Product.
Is Aequitas Investment Consultancy registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000004417.
Has Aequitas Investment Consultancy had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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